Wealth Management Administrator

Element Recruitment Ltd; Bath; On-site; GBP 23,000 - 26,000; Full time

Job summary

A professional services firm in Bath is searching for an enthusiastic Wealth Administrator. This entry-level position offers excellent training and opportunities for progression. Candidates should have strong communication skills, a positive attitude, and the ability to multitask. Responsibilities include welcoming visitors and managing administrative tasks. Salary ranges from £23,000 to £26,000, depending on experience.

Benefits

Excellent training opportunities

Career progression

Qualifications

• Excellent communication skills are essential for client interaction.
• A positive attitude is necessary to fit well within the team.
• Organizational skills are required to manage multiple tasks effectively.

Responsibilities

• First point of contact for all visitors, maintaining professionalism.
• Receive and prioritize incoming telephone calls appropriately.
• Welcome visitors in a professional manner and ensure sign-in procedures.

Skills

Excellent communication skills

Positive attitude

Ability to multitask

Organizational skills

Basic computer skills

Education

Graduate

Tools

Microsoft Office

Job description

Overview

AreyoulookingforanentryintotheworldofFinancialServices/WealthManagement?Wouldyouliketoworkforacompanywithanexcellenttrainingandprogressionopportunities?

ElementRecruitmentisworkingwithaprofessionalservicesclient,whoislookingforanenthusiasticWealth Administrator tojointheirteamandgrowwiththebusiness.Thisisagreatopportunityforsomeonewithoutanypreviousexperienceinthisfieldtotaketheirfirststepsintoafuturecareer.Youwillbeacrucialpartofourclient’steamandcontributetothegrowthofthebusiness.

Inthisrole,youwillneedtohaveexcellentcommunicationskills,apositiveattitude,andtheabilitytomultitask.Wearelookingforacandidatewiththeabilitytostayorganisedandbeabletoworkindependentlywhenneeded.Computerskills,suchasMicrosoftOffice,areessential.

Ourclientoffersexcellenttrainingandprogression

Graduatesaresuitableforthisposition

Salaryis£23,000 - £26,000

Key responsibilities:

• Asthefirstpointofcontactforallvisitors,itisimportanttomaintainaprofessionalappearanceatalltimes.
• Toreceiveandprioritiseincomingtelephonecallsanddealwiththemapropriatelyincludingrecordinganddistributingmessagesasrequiredandmaintainarapidresponserateaccordingtoagreedstandards.
• Towelcomevisitorsinaprofessionalandhospitablemanner,ensuringsigninginproceduresarefollowedandtoproviderefreshmentsasrequired.
• Open/distributetheincomingmail.
• Managementofmeetingroomsandthevisitorparkensuringallteamadministrativefunctionsareprocessedaccuratelyandefficiently
• Ensuringteamprocessesarereliableandeffective
• Takingownershipforteamresults
• Communicatingwellwithyourteam,department,andwiderbusiness
• Takingownershipforresolvinganyissuesthatarepresented
• Takingpartinwiderdepartmentprojectswhenopportunitiesarise

Aboutyou:

• Positive'cando'attitude
• Greatcustomerserviceskills
• Excellentattentiontodetailandaccuracy

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